Clean Token in the Commercial Insurance Proposal Template with ease For Free
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It is a challenge to adapt to different methods in so many computer programs factoring in hardware and software and my limited patience. As with many other computer related things we need to keep trying. I am not used to doing things a certain way which may work wonderfully for others and they can't understand my way.
2015-07-28
I was a little confused when I first began using the app, but did an online chat with their agent who walked me through what I needed to know. Therefore; I would recommend this subscription to any Commercial Insurance Agent who issues multiple Acord forms.
2016-03-30
It has been a tremendous help in my business, saving time and paper trails, establishing forms. I would recommend this to everyone! I have been very pleased with how easy it is to use! 5 Star all the way.
2016-04-25
I like the fact I can do this online. But, being new, it's complicated finding my way around. I cannot figure out why the font changes size when completing column J - both lines.
2017-11-01
Very easy to use
That I could fill it in immediately and be able to upload it and save it somewhere else. Also that the formatting remained the same
That I had to save it twice in order to get what I had wrote. I also hate that the text box does not stay within the area you type in.
2017-11-25
several clunky features
There are several clunky features I did not like.
(1) My first issue was that when editing text, the font would change from Times New Roman to Arial within the edit box. The user had to "tell" the computer to switch back to Times New Roman.
(2) Another issue I spotted is that if I want to italicize ONE word on a line of text, the entire line will become italicized. This was cured by deleting the italicized word, then creating a separate text box with the italicized word in it. The italic text box was dropped into the line of text with the plain text around it.
(3) When editing text, the size of text will drop down a size or two. The writer must "bump" up the text size with the upward arrow to get it to match the text in the original document.
Otherwise, I like using PDFfiller. Of course, PDF editing is not as simple as ordinary word editing. Or perhaps PDF editing gets easier after continual practice.
2023-09-23
Subscription Help Review
I needed some assistance with my subscription and Kara was wonderful at understanding my needs and offering a suitable solution!
2022-01-05
This is a very good pdf creator
This is a very good pdf creator. Relatively straightforward to use. I just don't need this functionality right now, and the team was super helpful and fast in responding to my request. They're good people!
2021-06-13
Really came through for me when I was charged a subscription fee. Being a small business owner, things get hectic. I had used it for my taxes and meant to cancel it but forgot. They cancelled my subscription and refunded the fee with no questions asked. Too bad it really wasn't a good fit for my business."
2021-03-06
Clean Token in Commercial Insurance Proposal Template
The Clean Token feature in the commercial insurance proposal template streamlines your proposal process, making it simpler for you to present your offerings confidently. This tool helps you maintain accuracy and clarity while enhancing your professional image.
Key Features
User-friendly interface for easy navigation
Streamlined proposal templates for various insurance products
Automatic data population to reduce errors and save time
Customizable sections to fit your unique needs
Integrated compliance checks to ensure regulatory standards
Potential Use Cases and Benefits
Quickly generate professional proposals for potential clients
Enhance client relations with clear, concise documentation
Reduce proposal preparation time, allowing more focus on client interaction
Simplify updates to proposals as insurance products evolve
Improve proposal accuracy, leading to higher approval rates
This feature can solve your proposal challenges by providing a framework that is both efficient and flexible. By using Clean Token, you can create polished documents quickly, which allows you to focus on building relationships with your clients. Overall, it saves you time and increases your chances of securing business.
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